Keeping brokerages competitive in an overcrowded marketplace
Advisers who are averse to change may face an uphill battle when it comes to attracting new clients.
Advisers who are averse to change may face an uphill battle when it comes to attracting new clients.
Advisers should focus on bringing new holistic financial wellness offerings to clients.
Independent brokerages and agencies are “low-hanging fruit” for cybercriminals, one expert says.
With student loan debt reaching $1.52 trillion, it‘s not surprising that student loan assistance ranked highest in the list of benefits employers plan to start providing.
The tool includes more than 200 training courses for advisers’ clients.
Interest on the buy side and an inventory of potential sellers is keeping acquisition activity high in the space.
As the role of the adviser evolves, education programs are expanding beyond traditional offerings to focus more on human capital management.
As the role of the adviser evolves, education programs are expanding beyond traditional offerings to focus more on human capital management.
In a TMI world, advisers must make themselves knowable and accessible to buyers through the research and decision-making process.
Persevering through setbacks, these advisers are leveraging their experiences to help employer clients reach their potential.
“She’s been through the struggle and understands what we’re all going through in life,” says a client of one of EBA’s Top Women in Benefit Advising, Casey Armstrong.
Non-traditional worksite offerings like pre-payday loans and student tuition repayment are providing brokers new ways to beef up packages.
Submissions are due July 24 for Employee Benefit Adviser’s annual awards recognizing excellence and leadership in the field.
“As the acquirer you want to pay as little as possible. If you’re looking to sell your business you need to be more informed as a seller,” says one expert.
In a largely male-dominated profession, these leaders stand out for both professional and personal reasons.
A top benefits attorney discusses the legal troubles employers are dealing with when it comes to discrimination and compensation.
Moving to the C-suite is imperative if you want to become one of the advisers winning bigger groups from bigger competitors.
Soft perks and benefits emphasizing experiences over financial protection are meeting changing employee expectations — and sweetening talent management strategies beyond traditional offerings.
Several statewide attempts to close the nation’s savings gap may cross borders and serve as a precursor to a nationwide solution for expand retirement options.
The best bet for small and midsize companies is to use a third party that doesn't sell insurance products or receive commissions when clients select products.